TEEAX Mutual Fund

NAV$11.46

Fund Essentials

Net Assets
$8M
Expense Ratio
1.11%
Dividend Yield (Current)
0.76%
Holdings
68
Inception Date
Apr 19, 2004
Fund Family
RBC Global Asset Management (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-0.99%
1 Year-2.92%
3 Year+17.01%
5 Year+23.04%
10 Year+15.07%

Asset Allocation

Stocks: 96.45%
Cash: 1.07%
Other: 2.49%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
0.76%
Frequency
Annually
Latest Distribution
$14.55
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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TEEAX Mutual Fund Overview

TEEAX Mutual Fund (RBC Small Cap Core Fund Class A) is managed by RBC Global Asset Management (US) with $7.6M in net assets. TEEAX expense ratio is 1.11%, holding 68 positions across various sectors. Inception date: 2004-04-19.

TEEAX performance shows a YTD return of -0.99%. The 1-year return is -2.92% and the 5-year return is 23.04%. TEEAX dividend yield stands at 0.76%, paid annually.

TEEAX top holdings include a diversified portfolio. View all TEEAX holdings, sector breakdown, or dividend history.

TEEAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TEEAX alternatives are available via the screener, along with tax-loss harvesting opportunities.